MWA
USAR

Medallion Wealth Advisors’s USA Rare Earth Inc USAR Stock Holding History

Medallion Wealth Advisors’s Portfolio USAR Stock Details USAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.03K Sell
200
-100
-33% -$1.94K ﹤0.01% 949
2025
Q4 		$3.57K Buy
+300
New +$5.71K ﹤0.01% 915

Other funds holding USAR

Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCA
Bayshore Capital Advisors Tampa, Florida $214M AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
TOTUOP
Trustees of The University of Pennsylvania Philaldelphia, Pennsylvania $297M AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Medallion Wealth Advisors's USAR Position: Q1 2026 in Review

Medallion Wealth Advisors reduced its USA Rare Earth Inc (USAR) stake by 33% in Q1 2026, selling an estimated $1.94K and leaving 200 shares worth $3.03K. The position accounts for ﹤0.01% of the portfolio, ranked #949.

Medallion Wealth Advisors first reported a position in USAR in Q4 2025 and has held it in 2 quarters since. The position peaked at $3.57K in Q4 2025. 313 funds tracked by Wall St. Rank hold USAR as of Q1 2026.

  • Medallion Wealth Advisors held 200 shares of USA Rare Earth Inc worth $3.03K as of Q1 2026.
  • Medallion Wealth Advisors sold 100 USA Rare Earth Inc shares in Q1 2026, an estimated $1.94K.
  • USA Rare Earth Inc made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #949 holding.
  • Medallion Wealth Advisors first reported a position in USA Rare Earth Inc in Q4 2025 and has held it in 2 quarters since.
  • Medallion Wealth Advisors's USA Rare Earth Inc position peaked at $3.57K in Q4 2025.
  • 313 funds tracked by Wall St. Rank held USA Rare Earth Inc as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.